Vault-13

FIRST TR EXCHANGE TRADED FD RDVY

RISNG DIVD ACHIV · ETP · CUSIP 33738R506

815 institutional holders +48 vs Q1 2026
226,228,848226.2m shares reported held*
$18.3bnreported value*
82 new 398 added 227 reduced 32 sold out net bought ≈ $988.3m (+12.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($38.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $80.98. Options: 1 managers hold calls ($711.7k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 412Q4 22: 437Q1 23: 433Q2 23: 437Q3 23: 446Q4 23: 507Q1 24: 532Q2 24: 543Q3 24: 574Q4 24: 654Q1 25: 649Q2 25: 653Q3 25: 672Q4 25: 755Q1 26: 767Q2 26: 815815Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022412
Q4 2022437
Q1 2023433
Q2 2023437
Q3 2023446
Q4 2023507
Q1 2024532
Q2 2024543
Q3 2024574
Q4 2024654
Q1 2025649
Q2 2025653
Q3 2025672
Q4 2025755
Q1 2026767
Q2 2026815

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 24: 306 bought or addedQ3 24: 214 cut or sold outQ4 24: 341 bought or addedQ4 24: 203 cut or sold outQ4 24Q1 25: 386 bought or addedQ1 25: 225 cut or sold outQ2 25: 365 bought or addedQ2 25: 250 cut or sold outQ2 25Q3 25: 404 bought or addedQ3 25: 200 cut or sold outQ4 25: 446 bought or addedQ4 25: 204 cut or sold outQ4 25Q1 26: 458 bought or addedQ1 26: 248 cut or sold outQ2 26: 480 bought or addedQ2 26: 259 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024306214
Q4 2024341203
Q1 2025386225
Q2 2025365250
Q3 2025404200
Q4 2025446204
Q1 2026458248
Q2 2026480259

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 25 calls: $558.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $542.8kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $28.0kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $711.7kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$558.0k$00.00
Q4 2025$542.8k$00.00
Q1 2026$28.0k$00.00
Q2 2026$711.7k$00.00

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +3,677,783+3.7m
LPL Financial LLC Added +2,606,159+2.6m
WELLS FARGO & COMPANY/MN Added +1,377,619+1.4m
Paradiem, LLC New +610,726+610.7k
Private Advisor Group, LLC Added +595,692+595.7k
BLAIR WILLIAM & CO/IL Added +550,198+550.2k
RAYMOND JAMES FINANCIAL INC Added +459,192+459.2k
JONES FINANCIAL COMPANIES LLLP Added +457,136+457.1k
Advance Capital Management, Inc. Added +405,020+405.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +379,961+380.0k

Biggest sellers

TWO SIGMA INVESTMENTS, LP Reduced -841,800-841.8k
Mariner, LLC Reduced -812,532-812.5k
Independent Advisor Alliance Sold out -523,384-523.4k
Spectrum Wealth Advisory Group, LLC Reduced -317,645-317.6k
MORGAN STANLEY Reduced -251,198-251.2k
Vestmark Advisory Solutions, Inc. Reduced -236,444-236.4k
ELEVATION POINT WEALTH PARTNERS, LLC Reduced -218,468-218.5k
HighTower Advisors, LLC Reduced -181,850-181.8k
Arkadios Wealth Advisors Reduced -140,809-140.8k
KMG FIDUCIARY PARTNERS, LLC Reduced -140,112-140.1k

Biggest calls

SIMPLEX TRADING, LLC Added $711.7k4.4k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.64% of their portfolio FORT MILL, SC 34,938,29334.9m $2.8bn $2.8bn 0.64% Added +2.6m +2,606,159
2 MORGAN STANLEY 0.09% of their portfolio NEW YORK, NY 20,627,24620.6m $1.7bn $1.7bn 0.09% Reduced -251.2k -251,198
3 RAYMOND JAMES FINANCIAL INC 0.28% of their portfolio ST. PETERSBURG, FL 12,803,48212.8m $1.0bn $1.0bn 0.28% Added +459.2k +459,192
4 WELLS FARGO & COMPANY/MN 0.18% of their portfolio SAN FRANCISCO, CA 12,683,45112.7m $1.0bn $1.0bn 0.18% Added +1.4m +1,377,619
5 AMERIPRISE FINANCIAL INC 0.15% of their portfolio MINNEAPOLIS, MN 9,393,3899.4m $761.4m $761.4m 0.15% Added +52.2k +52,192
6 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 7,458,1527.5m $604.6m $604.6m 0.04% Added +13.8k +13,837
7 Cambridge Investment Research Advisors, Inc. 0.64% of their portfolio FAIRFIELD, IA 6,907,9796.9m $560.0m $560.0m 0.64% Added +3.7m +3,677,783
8 COMMONWEALTH EQUITY SERVICES, LLC 0.58% of their portfolio WALTHAM, MA 5,668,8065.7m $459.5m $459.5m 0.58% Added +57.0k +57,008
9 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 5,503,2345.5m $446.1m $446.1m 0.11% Added +86.7k +86,684
10 UBS Group AG 0.07% of their portfolio ZURICH, V8 5,398,7735.4m $437.6m $437.6m 0.07% Reduced -130.5k -130,457
11 ROYAL BANK OF CANADA 0.07% of their portfolio TORONTO, A6 5,392,0025.4m $437.1m $437.1m 0.07% Added +361.4k +361,424
12 OSAIC HOLDINGS, INC. 0.44% of their portfolio SCOTTSDALE, AZ 4,633,9954.6m $375.7m $375.7m 0.44% Added +221.3k +221,277
13 Cetera Investment Advisers 0.32% of their portfolio SCHAUMBURG, IL 4,350,6174.4m $352.7m $352.7m 0.32% Added +306.5k +306,472
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.15% of their portfolio MILWAUKEE, WI 3,492,6373.5m $283.1m $283.1m 0.15% Added +380.0k +379,961
15 Private Advisor Group, LLC 1.19% of their portfolio MORRISTOWN, NJ 3,198,8853.2m $259.3m $259.3m 1.19% Added +595.7k +595,692
16 Kestra Advisory Services, LLC 0.72% of their portfolio AUSTIN, TX 2,761,9572.8m $223.9m $223.9m 0.72% Reduced -123.1k -123,134
17 STIFEL FINANCIAL CORP 0.18% of their portfolio ST. LOUIS, MO 2,674,4452.7m $216.8m $216.8m 0.18% Added +121.4k +121,379
18 JONES FINANCIAL COMPANIES LLLP 0.08% of their portfolio DES PERES, MO 2,562,8162.6m $203.2m $203.2m 0.08% Added +457.1k +457,136
19 TRUIST FINANCIAL CORP 0.17% of their portfolio CHARLOTTE, NC 1,796,8601.8m $145.7m $145.7m 0.17% Added +33.0k +32,960
20 MML INVESTORS SERVICES, LLC 0.28% of their portfolio SPRINGFIELD, MA 1,678,1641.7m $136.0m $136.0m 0.28% Added +320.4k +320,413
21 Janney Montgomery Scott LLC 0.25% of their portfolio PHILADELPHIA, PA 1,623,4401.6m $131.6m $131.6m 0.25% Added +74.6k +74,623
22 NewEdge Advisors, LLC 0.36% of their portfolio NEW ORLEANS, LA 1,481,7211.5m $120.1m $120.1m 0.36% Added +43.7k +43,747
23 BLAIR WILLIAM & CO/IL 0.30% of their portfolio CHICAGO, IL 1,431,0211.4m $116.0m $116.0m 0.30% Added +550.2k +550,198
24 PNC Financial Services Group, Inc. 0.06% of their portfolio Pittsburgh, PA 1,406,8811.4m $114.0m $114.0m 0.06% Added +10.2k +10,169
25 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,342,4011.3m $108.8m $108.8m 0.10% Reduced -181.8k -181,850
26 Equitable Holdings, Inc. 0.61% of their portfolio NEW YORK, NY 1,259,4451.3m $102.1m $102.1m 0.61% Added +10.1k +10,067
27 Baird Financial Group, Inc. 0.13% of their portfolio MILWAUKEE, WI 1,135,8391.1m $92.1m $92.1m 0.13% Added +8.9k +8,940
28 Prospera Financial Services Inc 1.30% of their portfolio Dallas, TX 1,105,5611.1m $89.6m $89.6m 1.30% Reduced -65.5k -65,501
29 Csenge Advisory Group 3.52% of their portfolio CLEARWATER, FL 1,066,8401.1m $86.5m $86.5m 3.52% Added +18.7k +18,746
30 D.A. DAVIDSON & CO. 0.44% of their portfolio GREAT FALLS, MT 977,097977.1k $79.2m $79.2m 0.44% Added +24.5k +24,516
31 Rockefeller Capital Management L.P. 0.12% of their portfolio NEW YORK, NY 967,545967.5k $78.4m $78.4m 0.12% Reduced -76 -76
32 KESTRA PRIVATE WEALTH SERVICES, LLC 0.86% of their portfolio AUSTIN, TX 961,997962.0k $78.0m $78.0m 0.86% Added +26.4k +26,381
33 Integrated Wealth Concepts LLC 0.38% of their portfolio WALTHAM, MA 958,929958.9k $77.7m $77.7m 0.38% Added +103.5k +103,476
34 Corient Private Wealth LP 0.10% of their portfolio MIAMI, FL 925,847925.8k $75.0m $75.0m 0.10% Reduced -108.2k -108,162
35 HARBOUR INVESTMENTS, INC. 1.00% of their portfolio MADISON, WI 912,649912.6k $74.0m $74.0m 1.00% Added +25.4k +25,422
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 870,819870.8k $70.1m $70.1m 0.00% Added +97.7k +97,654
37 LIBERTY SQUARE WEALTH PARTNERS LLC 16.62% of their portfolio BETHLEHEM, PA 860,676860.7k $69.8m $69.8m 16.62% Added +55.4k +55,352
38 Arax Advisory Partners 0.38% of their portfolio NEW YORK, NY 709,083709.1k $57.5m $57.5m 0.38% Added +228.5k +228,481
39 Steward Partners Investment Advisory, LLC 0.29% of their portfolio STAMFORD, CT 698,928698.9k $56.7m $56.7m 0.29% Added +129.7k +129,730
40 Aptus Capital Advisors, LLC 0.40% of their portfolio FAIRHOPE, AL 669,631669.6k $54.3m $54.3m 0.40% Added +15.4k +15,414
41 GUARDIAN WEALTH ADVISORS, LLC / NC 3.06% of their portfolio RALEIGH, NC 665,509665.5k $53.9m $53.9m 3.06% Added +20.1k +20,114
42 AFFINITY WEALTH MANAGEMENT LLC 6.93% of their portfolio WILMINGTON, DE 663,879663.9k $53.8m $53.8m 6.93% Added +433 +433
43 Paradiem, LLC 10.67% of their portfolio COVINGTON, LA 610,726610.7k $49.5m $49.5m 10.67% New
44 Stratos Wealth Partners, LTD. 0.48% of their portfolio BEACHWOOD, OH 588,137588.1k $47.7m $47.7m 0.48% Added +6.1k +6,058
45 RVW Wealth, LLC 3.13% of their portfolio LOS ANGELES, CA 586,906586.9k $47.6m $47.6m 3.13% Added +16.2k +16,196
46 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.08% of their portfolio PLYMOUTH, MN 577,642577.6k $46.4m $46.4m 0.08% Added +206.9k +206,941
47 Koshinski Asset Management, Inc. 2.48% of their portfolio DECATUR, IL 573,639573.6k $46.5m $46.5m 2.48% Added +9.1k +9,145
48 Ascension Capital Advisors, Inc. 12.87% of their portfolio Houston, TX 565,306565.3k $45.8m $45.8m 12.87% Reduced -20.1k -20,059
49 Perennial Investment Advisors, LLC 3.00% of their portfolio Los Angeles, CA 554,406554.4k $44.9m $44.9m 3.00% Added +35.4k +35,391
50 Financial Partners Group, Inc 4.46% of their portfolio Overland Park, KS 542,375542.4k $44.0m $44.0m 4.46% Reduced -650 -650
51 Horizon Advisory Services, Inc. 17.89% of their portfolio WEST HENRIETTA, NY 523,280523.3k $42.4m $42.4m 17.89% Reduced -13.7k -13,732
52 Gladstone Institutional Advisory LLC 1.33% of their portfolio Bedminster, NJ 520,450520.5k $42.2m $42.2m 1.33% Added +14.8k +14,845
53 Vestmark Advisory Solutions, Inc. 0.39% of their portfolio Wakefield, MA 506,198506.2k $41.0m $41.0m 0.39% Reduced -236.4k -236,444
54 ELEVATION POINT WEALTH PARTNERS, LLC 0.76% of their portfolio DENVER, CO 504,374504.4k $40.9m $40.9m 0.76% Reduced -218.5k -218,468
55 Rise Advisors, LLC 11.19% of their portfolio ROCHESTER, NY 490,602490.6k $39.8m $39.8m 11.19% Added +18.2k +18,206
56 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 489,448489.4k $39.7m $39.7m 0.02% Added +58.9k +58,938
57 First Heartland Consultants, Inc. 2.56% of their portfolio LAKE ST. LOUIS, MO 488,517488.5k $39.6m $39.6m 2.56% Added +7.8k +7,846
58 Advance Capital Management, Inc. 1.25% of their portfolio SOUTHFIELD, MI 478,374478.4k $38.8m $38.8m 1.25% Added +405.0k +405,020
59 BENJAMIN EDWARDS INC 0.35% of their portfolio Clayton, MO 468,651468.7k $38.0m $38.0m 0.35% Added +8.7k +8,710
60 Bleakley Financial Group, LLC 0.47% of their portfolio PARSIPPANY, NJ 459,264459.3k $37.2m $37.2m 0.47% Added +14.4k +14,364
61 VestGen Advisors, LLC 1.02% of their portfolio CHICAGO, IL 429,740429.7k $34.8m $34.8m 1.02% Reduced -1.2k -1,238
62 Hobart Private Capital, LLC 5.96% of their portfolio CHARLOTTE, NC 428,601428.6k $34.7m $34.7m 5.96% Reduced -88.0k -88,006
63 Foundations Investment Advisors, LLC 0.35% of their portfolio PHOENIX, AZ 423,202423.2k $34.3m $34.3m 0.35% Added +23.9k +23,887
64 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 406,393406.4k $32.9m $32.9m 0.04% Added +21.2k +21,210
65 PARK NATIONAL CORP /OH/ 0.92% of their portfolio NEWARK, OH 403,681403.7k $32.7m $32.7m 0.92% Added +25.6k +25,580
66 Next Level Private LLC 6.01% of their portfolio HARRISON, NY 378,597378.6k $30.7m $30.7m 6.01% Added +16.0k +16,042
67 ODonnell Financial Services, LLC 8.98% of their portfolio SAN RAFAEL, CA 376,288376.3k $30.5m $30.5m 8.98% Added +14.1k +14,148
68 Western Wealth Management, LLC 0.96% of their portfolio GOLDEN, CO 361,477361.5k $29.3m $29.3m 0.96% Added +7.8k +7,768
69 INDEPENDENT FINANCIAL GROUP, LLC 0.54% of their portfolio SAN DIEGO, CA 357,875357.9k $29.0m $29.0m 0.54% Reduced -2.9k -2,864
70 &PARTNERS 0.12% of their portfolio NASHVILLE, TN 352,932352.9k $28.6m $28.6m 0.12% Added +21.1k +21,112
71 Sanctuary Advisors, LLC 0.13% of their portfolio INDIANAPOLIS, IN 346,590346.6k $28.1m $28.1m 0.13% Added +21.5k +21,513
72 Concurrent Investment Advisors, LLC 0.24% of their portfolio Tampa, FL 346,073346.1k $28.1m $28.1m 0.24% Added +8.6k +8,592
73 Sanchez Wealth Management Group 4.78% of their portfolio JACKSONVILLE, FL 336,354336.4k $27.3m $27.3m 4.78% Added +10.6k +10,590
74 Intellus Advisors LLC 3.27% of their portfolio NAPLES, FL 331,858331.9k $26.9m $26.9m 3.27% Reduced -456 -456
75 Commonwealth Financial Services, LLC 3.53% of their portfolio VIENNA, WV 324,066324.1k $26.3m $26.3m 3.53% Added +148.9k +148,862
76 Crumly & Associates Inc. 5.01% of their portfolio SPRINGFIELD, IL 322,777322.8k $26.2m $26.2m 5.01% Added +16.9k +16,867
77 HOWARD FINANCIAL SERVICES, LTD. 2.43% of their portfolio DALLAS, TX 299,667299.7k $24.3m $24.3m 2.43% Added +11.6k +11,563
78 SILVER OAK SECURITIES, INCORPORATED 1.46% of their portfolio JACKSON, TN 296,606296.6k $24.0m $24.0m 1.46% Added +26.5k +26,512
79 Pine Valley Investments Ltd Liability Co 1.02% of their portfolio MARLTON, NJ 296,008296.0k $24.0m $24.0m 1.02% Added +9.5k +9,534
80 Valmark Advisers, Inc. 0.25% of their portfolio AKRON, OH 290,555290.6k $23.6m $23.6m 0.25% Reduced -24.7k -24,704
81 Key Client Fiduciary Advisors, LLC 6.74% of their portfolio Fairfield, NJ 285,320285.3k $23.1m $23.1m 6.74% Added +4.6k +4,556
82 Uniting Wealth Partners, LLC 4.58% of their portfolio DENVER, CO 278,026278.0k $22.5m $22.5m 4.58% Added +8.0k +8,029
83 Geneos Wealth Management Inc. 0.46% of their portfolio ENGLEWOOD, CO 276,555276.6k $22.4m $22.4m 0.46% Added +7.1k +7,096
84 Sentinel Advisory Group, LLC 9.13% of their portfolio MIDDLETON, WI 275,966276.0k $22.4m $22.4m 9.13% Added +9.8k +9,766
85 IHT Wealth Management, LLC 0.48% of their portfolio Chicago, IL 274,745274.7k $22.3m $22.3m 0.48% Added +30.2k +30,188
86 OPPENHEIMER & CO INC 0.23% of their portfolio NEW YORK, NY 267,847267.8k $21.7m $21.7m 0.23% Added +65.2k +65,189
87 Redhawk Wealth Advisors, Inc. 2.13% of their portfolio MINNEAPOLIS, MN 266,232266.2k $21.6m $21.6m 2.13% Added +125.9k +125,867
88 tru Independence LLC 9.24% of their portfolio PORTLAND, OR 260,568260.6k $21.1m $21.1m 9.24% Added +3.1k +3,126
89 Tidemark, LLC 4.75% of their portfolio SAN DIEGO, CA 260,567260.6k $21.1m $21.1m 4.75% Reduced -56.1k -56,115
90 Arkadios Wealth Advisors 0.32% of their portfolio ATLANTA, GA 259,141259.1k $21.0m $21.0m 0.32% Reduced -140.8k -140,809
91 Kingsview Wealth Management, LLC 0.25% of their portfolio GRANTS PASS, OR 254,845254.8k $20.7m $20.7m 0.25% Reduced -14.8k -14,815
92 Sigma Planning Corp 0.52% of their portfolio ANN ARBOR, MI 252,822252.8k $20.5m $20.5m 0.52% Reduced -6.2k -6,230
93 AVAII WEALTH MANAGEMENT, LLC 6.00% of their portfolio APPLETON, WI 251,696251.7k $20.4m $20.4m 6.00% Added +7.8k +7,767
94 IFG Advisory, LLC 0.70% of their portfolio ATLANTA, GA 246,860246.9k $20.0m $20.0m 0.70% New
95 DAYMARK WEALTH PARTNERS, LLC 0.48% of their portfolio CINCINNATI, OH 241,606241.6k $19.6m $19.6m 0.48% Reduced -6.6k -6,575
96 Traction Financial Partners, LLC 10.35% of their portfolio LITTLETON, CO 240,426240.4k $19.5m $19.5m 10.35% Added +2.6k +2,646
97 Stratos Wealth Advisors, LLC 1.05% of their portfolio BEACHWOOD, OH 235,642235.6k $19.1m $19.1m 1.05% Added +42.3k +42,266
98 Chris Bulman Inc 6.92% of their portfolio ROSEVILLE, CA 233,836233.8k $19.0m $19.0m 6.92% Added +18.6k +18,568
99 LEVEL FOUR ADVISORY SERVICES, LLC 0.53% of their portfolio DALLAS, TX 231,642231.6k $18.8m $18.8m 0.53% Added +5.0k +5,030
100 PRUDENTIAL PLC 0.12% of their portfolio LONDON, X0 227,200227.2k $18.4m $18.4m 0.12% New